FIRST TR SML CP CORE ALPHA F shareholder history

Current and past FIRST TR SML CP CORE ALPHA F shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.02%0.03%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.02%0.09%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.05%0.08%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.03%0.08%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.04%0.15%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.03%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.06%0.12%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.03%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 41410.00%0.00%0.03%Q2 2013Q2 202341
Cetera Advisor Networks LLC 41410.02%0.13%1.14%Q3 2013Q3 202341
Janney Montgomery Scott LLC 29110.01%0.08%0.26%Q3 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.00%0.00%Q4 2013Q3 202340
PARK NATIONAL CORP /OH/ 39390.04%0.12%0.33%Q2 2014Q4 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.03%Q1 2014Q3 202339
Raymond James Financial Services Advisors, Inc. 3310.02%0.07%0.24%Q2 2013Q3 202339
UBS Group AG 36360.01%0.01%0.04%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.05%0.18%0.30%Q4 2014Q3 202336
US BANCORP \DE\ 3140.00%0.00%0.01%Q2 2014Q3 202335
Baird Financial Group, Inc. 34340.02%0.04%0.11%Q2 2015Q3 202334
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1410.00%0.00%0.00%Q2 2013Q3 202334
JPMORGAN CHASE & CO 2910.00%0.00%0.00%Q2 2013Q3 202334
USCA RIA LLC 33330.04%0.14%0.19%Q2 2013Q2 202133
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
Cetera Investment Advisers 32320.06%0.15%0.36%Q4 2015Q3 202332
Regal Investment Advisors LLC 1310.01%0.46%0.74%Q1 2014Q3 202332
IFP Advisors, Inc 17140.00%0.02%0.07%Q4 2015Q3 202331
GOLDMAN SACHS GROUP INC 1310.00%0.00%0.00%Q1 2012Q3 202331
Frontier Wealth Management LLC 30300.02%0.18%0.52%Q1 2015Q2 202230
Snowden Capital Advisors LLC 2280.02%0.07%0.35%Q1 2016Q3 202330
First Allied Advisory Services, Inc. 29290.02%0.08%0.31%Q3 2013Q3 202029
SYNOVUS FINANCIAL CORP 29290.00%0.01%0.01%Q2 2013Q2 202029
HM PAYSON & CO 18110.01%0.01%0.01%Q4 2015Q3 202329
HighTower Advisors, LLC 29290.00%0.01%0.02%Q3 2016Q3 202329
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q1 2015Q3 202329
Hapanowicz & Associates Financial Services, Inc 28284.51%8.19%14.50%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.02%Q2 2013Q4 201927
HBK Sorce Advisory LLC 2010.01%0.04%0.07%Q3 2016Q3 202327
Advisory Services Network, LLC 1130.00%0.01%0.02%Q1 2015Q2 202326
NEXT Financial Group, Inc 1420.00%0.01%0.02%Q2 2014Q4 202126
BB&T SECURITIES, LLC 15100.00%0.02%0.16%Q2 2013Q3 201925
Steward Partners Investment Advisory, LLC 25250.01%0.01%0.04%Q3 2017Q3 202325
HL FINANCIAL SERVICES LLC 24240.07%0.11%0.16%Q2 2013Q1 201924
Legacy Private Trust Co. 2220.05%0.37%0.69%Q4 2013Q4 201924
CITY HOLDING CO 24240.01%0.02%0.04%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
LVZ, Inc. 2220.11%0.23%0.32%Q3 2015Q3 202324
CREATIVE FINANCIAL DESIGNS INC /ADV 24240.00%0.05%0.29%Q4 2016Q3 202224
BALDWIN BROTHERS LLC/MA 23230.00%0.00%0.00%Q1 2018Q3 202323
COMERICA SECURITIES INC 23230.05%0.24%0.60%Q2 2013Q4 201823
Private Advisor Group, LLC 1420.00%0.04%0.16%Q4 2013Q3 202323
Tower Research Capital LLC (TRC) 1010.00%0.03%0.09%Q4 2013Q3 202322
Citadel Advisors 810.00%0.00%0.01%Q2 2015Q3 202322
CWM, LLC 1030.00%0.00%0.00%Q2 2016Q3 202321
MML INVESTORS SERVICES, LLC 1210.00%0.02%0.09%Q1 2017Q3 202321
CREDIT SUISSE AG/ 1210.00%0.00%0.00%Q4 2013Q3 202221
WEDBUSH SECURITIES INC 1290.01%0.05%0.08%Q4 2017Q1 202321
Allworth Financial LP 21210.00%0.01%0.04%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.11%Q3 2018Q3 202321
OPPENHEIMER & CO INC 1190.01%0.02%0.04%Q2 2013Q3 202320
AMERIPRISE FINANCIAL INC 1910.00%0.00%0.00%Q2 2013Q3 202120
JANE STREET GROUP, LLC 810.00%0.01%0.03%Q1 2014Q1 202020
Bison Wealth, LLC 1820.14%0.27%0.39%Q3 2015Q3 202320
American Portfolios Advisors 20200.00%0.01%0.05%Q4 2017Q3 202220
FIFTH THIRD BANCORP 1810.00%0.00%0.00%Q1 2016Q1 202220
TFG Advisers LLC 20200.15%0.20%0.25%Q4 2018Q3 202320
Cetera Advisors LLC 1090.01%0.11%0.24%Q2 2013Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Northeast Financial Consultants Inc 1410.02%0.03%0.08%Q3 2018Q3 202319
OneDigital Investment Advisors LLC 1450.02%0.05%0.08%Q4 2018Q3 202319
Stratos Wealth Partners, LTD. 1090.01%0.05%0.18%Q3 2016Q2 202219
COMERICA SECURITIES,INC. 19190.04%0.07%0.11%Q1 2019Q3 202319
AdvisorNet Financial, Inc 18180.00%0.00%0.01%Q4 2017Q1 202218
Commonwealth Equity Services, Inc 18180.01%0.01%0.01%Q2 2013Q3 201718
Global Retirement Partners, LLC 1170.00%0.01%0.02%Q4 2016Q3 202318
Camelot Portfolios, LLC 18180.12%0.35%0.76%Q1 2018Q2 202218
IFG Advisory, LLC 17170.29%0.41%0.49%Q3 2019Q3 202317
FMR LLC 1250.00%0.00%0.00%Q1 2019Q3 202317
Gladstone Institutional Advisory LLC 1160.02%0.21%0.74%Q4 2018Q3 202317
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17170.09%0.21%0.36%Q3 2019Q3 202317
Voya Financial Advisors, Inc. 17170.01%0.02%0.02%Q3 2016Q3 202017
Wealthcare Advisory Partners LLC 1610.01%0.01%0.02%Q2 2016Q1 202117
PEAPACK GLADSTONE FINANCIAL CORP 1010.01%0.02%0.04%Q2 2013Q1 201917
WFG Advisors, LP 17170.01%0.02%0.02%Q2 2013Q2 201717
Laurel Wealth Advisors, Inc. 17170.08%0.12%0.15%Q4 2015Q4 201917
Arkadios Wealth Advisors 16160.06%0.13%0.28%Q4 2019Q3 202316
Element Wealth, LLC 16160.25%0.34%0.39%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
IHT Wealth Management, LLC 730.01%0.16%1.99%Q4 2016Q3 202216
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Pinnacle Family Advisors, LLC 1320.13%1.66%9.07%Q4 2016Q2 202115
Advisor Group, Inc. 15150.02%0.03%0.05%Q2 2016Q4 201915
First Heartland Consultants, Inc. 410.09%0.18%0.56%Q2 2013Q2 202215
Clearwater Capital Advisors, LLC 15150.04%0.33%0.49%Q2 2016Q4 201915
Cypress Wealth Services, LLC 14140.15%0.37%0.78%Q4 2017Q1 202114
Clarus Wealth Advisors 14140.01%0.21%0.32%Q2 2018Q3 202114
INVESTMENT CENTERS OF AMERICA INC 14140.09%0.20%0.34%Q2 2014Q3 201714
Parkside Financial Bank & Trust 14140.00%0.00%0.00%Q2 2017Q3 202014
Geneos Wealth Management Inc. 14140.00%0.02%0.06%Q3 2018Q4 202114
Kestra Advisory Services, LLC 13130.04%0.08%0.12%Q3 2020Q3 202313
Western Wealth Management, LLC 810.03%0.58%1.19%Q4 2019Q3 202313
VSR Financial Services, Inc. 13130.05%0.14%0.28%Q2 2013Q2 201613
WINTRUST INVESTMENTS LLC 13130.11%0.30%0.53%Q3 2016Q3 201913
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
DHJJ Financial Advisors, Ltd. 12120.16%0.19%0.24%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Astor Investment Management LLC 12120.34%2.47%4.02%Q1 2014Q4 201612
Sigma Planning Corp 620.01%0.04%0.11%Q2 2018Q1 202212
Equitable Holdings, Inc. 12120.01%0.01%0.02%Q4 2020Q3 202312
CAROLINAS WEALTH CONSULTING LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
SG Americas Securities, LLC 710.00%0.01%0.05%Q3 2013Q3 201712
GREAT VALLEY ADVISOR GROUP, INC. 12120.01%0.02%0.02%Q4 2020Q3 202312
MTM Investment Management, LLC 11110.77%1.28%1.61%Q1 2021Q3 202311
MSI Financial Services Inc 11110.01%0.01%0.02%Q2 2014Q4 201611
Capital Asset Advisory Services LLC 11110.01%0.04%0.08%Q4 2020Q2 202311
IFC Holdings Incorporated/FL 430.04%0.08%0.20%Q4 2013Q4 201711
Creative Planning 810.00%0.00%0.00%Q1 2016Q3 202311
WEALTHSOURCE PARTNERS, LLC 11110.40%0.45%0.48%Q1 2021Q3 202311
Financial Advocates Investment Management 1010.03%0.09%0.14%Q3 2018Q3 202311
NORTHWEST WEALTH MANAGEMENT, LLC 830.56%0.67%1.17%Q4 2016Q3 201911
Cornerstone Wealth Management, LLC 610.03%0.14%0.33%Q1 2016Q1 201910
FLOW TRADERS U.S. LLC 620.00%0.07%0.17%Q4 2020Q3 202310
Perennial Investment Advisors, LLC 10100.43%0.60%0.86%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.01%0.02%Q1 2021Q3 202310
SMITH, MOORE & CO. 10100.03%0.06%0.07%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.04%0.07%Q1 2021Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q1 2016Q2 201810
Kozak & Associates, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
TOTAL INVESTMENT MANAGEMENT INC 720.05%1.32%6.07%Q3 2020Q4 20229
Spectrum Wealth Advisory Group, LLC 993.59%5.72%7.47%Q1 2021Q1 20239
Dorsey Wright & Associates 520.02%1.27%3.98%Q4 2013Q4 20219
StoneX Group Inc. 990.16%0.26%0.39%Q4 2017Q4 20199
Independent Wealth Network Inc. 990.23%0.30%0.36%Q3 2021Q3 20239
Arrow Investment Advisors, LLC 523.38%3.97%5.01%Q4 2013Q4 20219
STEPHENS INC /AR/ 720.01%0.02%0.06%Q2 2016Q3 20239
Rockefeller Capital Management L.P. 540.00%0.00%0.00%Q4 2020Q2 20239
AE Wealth Management LLC 410.00%0.01%0.02%Q2 2019Q3 20239
Sowell Financial Services LLC 520.00%0.07%0.29%Q4 2018Q2 20219
Transamerica Financial Advisors, Inc. 630.00%0.30%0.98%Q1 2021Q3 20239
Holloway Wealth Management, LLC 881.14%1.89%2.73%Q2 2020Q1 20228
Virtue Capital Management, LLC 880.13%0.15%0.16%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.23%0.28%0.40%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.10%0.11%0.14%Q2 2013Q1 20158
Cedar Brook Financial Partners, LLC 880.19%0.31%0.48%Q4 2018Q3 20208
RAYMOND JAMES TRUST N.A. 880.02%0.03%0.03%Q1 2014Q4 20158
RETIREMENT GUYS FORMULA LLC 881.33%2.54%3.75%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.11%0.13%0.14%Q4 2021Q3 20238
SOUTH GEORGIA CAPITAL, LLC 880.01%0.02%0.03%Q4 2013Q3 20158
HOWE & RUSLING INC 880.01%0.01%0.01%Q4 2020Q3 20228
BlackRock Inc. 880.00%0.00%0.00%Q1 2018Q4 20198
Larson Financial Group LLC 880.00%0.00%0.00%Q4 2021Q3 20238
U.S. Capital Wealth Advisors, LLC 880.03%0.10%0.13%Q3 2021Q2 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.01%0.01%0.02%Q4 2020Q3 20228
GIRARD SECURITIES, INC. 880.36%0.50%0.67%Q4 2015Q3 20178
MARINER INDEPENDENT ADVISOR NETWORK, LLC 410.05%0.11%0.23%Q2 2014Q4 20218
MONECO Advisors, LLC 770.20%0.49%0.65%Q1 2022Q3 20237
Winslow, Evans & Crocker, Inc. 770.00%0.00%0.00%Q2 2019Q4 20207
Jaffetilchin Investment Partners, LLC 310.02%0.08%0.20%Q1 2015Q1 20237
SILVER OAK SECURITIES, INCORPORATED 770.12%0.31%0.48%Q1 2022Q3 20237
Keystone Financial Group 520.04%0.05%0.07%Q4 2021Q3 20237
Simplicity Solutions, LLC 410.01%0.13%0.29%Q1 2015Q1 20207
Apollon Wealth Management, LLC 770.02%0.04%0.06%Q4 2021Q2 20237
Placemark Investments, Inc. 770.01%0.01%0.03%Q2 2013Q4 20147
Rehmann Capital Advisory Group 770.00%0.01%0.02%Q1 2018Q3 20197
Tyler-Stone Wealth Management 520.00%0.00%0.01%Q4 2021Q3 20237
AVIANCE CAPITAL MANAGEMENT, LLC 520.05%0.18%0.36%Q4 2014Q3 20167
Atria Wealth Solutions, Inc. 770.02%0.04%0.06%Q1 2022Q3 20237
ARS Wealth Advisors Group, LLC 660.20%0.35%0.64%Q2 2022Q3 20236
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
Venture Visionary Partners LLC 660.01%0.02%0.02%Q1 2021Q2 20226
NEW ENGLAND SECURITIES CORP /MA/ 660.01%0.05%0.11%Q3 2013Q4 20146
Insight Advisors, LLC/ PA 660.06%0.08%0.10%Q4 2020Q1 20226
Ameritas Advisory Services, LLC 310.01%0.01%0.01%Q4 2021Q3 20236
Quad-Cities Investment Group, LLC 660.01%0.02%0.02%Q2 2018Q3 20196
Virtu Financial LLC 210.02%0.06%0.11%Q3 2017Q3 20236
Wealth Advisory Solutions, LLC 310.05%0.06%0.07%Q4 2019Q3 20216
UBS AG 660.02%0.03%0.04%Q2 2013Q3 20146
PRIVATE TRUST CO NA 660.02%0.03%0.05%Q2 2022Q3 20236
Financial Gravity Asset Management, Inc. 330.00%0.00%0.00%Q1 2018Q3 20196
SII INVESTMENTS INC/WI 510.05%0.07%0.10%Q2 2013Q4 20176
Investors Capital Advisory Services 550.05%0.07%0.10%Q2 2015Q2 20165
NewEdge Advisors, LLC 410.00%0.03%0.07%Q4 2021Q3 20235
Coppell Advisory Solutions LLC 410.02%0.67%1.88%Q4 2020Q3 20235
Brown Miller Wealth Management, LLC 550.24%0.26%0.29%Q4 2020Q4 20215
Eukles Asset Management 550.02%0.04%0.06%Q4 2018Q4 20195
Virtu KCG Holdings LLC 410.01%0.02%0.03%Q3 2015Q1 20175
CAPTRUST FINANCIAL ADVISORS 550.01%0.01%0.01%Q3 2022Q3 20235
SeaCrest Wealth Management, LLC 410.01%0.08%0.13%Q2 2019Q2 20225
AVAII WEALTH MANAGEMENT, LLC 552.81%3.74%4.59%Q4 2021Q4 20225
MEEDER ASSET MANAGEMENT INC 410.00%0.00%0.01%Q1 2021Q2 20225
Accuvest Global Advisors 550.13%2.45%4.04%Q1 2015Q1 20165
Formidable Asset Management, LLC 550.03%0.04%0.05%Q1 2015Q1 20165
Wealth Alliance Advisory Group, LLC 552.64%3.11%3.27%Q3 2022Q3 20235
Atria Investments, Inc 550.04%0.06%0.09%Q4 2015Q4 20165
Ameritas Investment Company, LLC 310.01%0.03%0.08%Q4 2018Q2 20215
LexAurum Advisors, LLC 320.97%1.13%1.32%Q3 2018Q3 20215
Key FInancial Inc 550.00%0.00%0.00%Q3 2022Q3 20235
RDA Financial Network 550.14%0.20%0.24%Q1 2019Q1 20205
Triumph Capital Management 550.21%0.55%0.72%Q2 2021Q2 20225
BENJAMIN EDWARDS INC 550.01%0.01%0.01%Q1 2020Q1 20215
tru Independence LLC 310.00%0.00%0.02%Q4 2019Q2 20215
Strategic Asset Management, LLC 550.11%0.11%0.12%Q3 2021Q3 20225
Sterling Manor Financial, LLC 551.62%3.48%6.96%Q4 2020Q4 20215
PSI Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Farther Finance Advisors, LLC 440.04%0.07%0.12%Q4 2022Q3 20234
Mainsail Financial Group, LLC 442.15%2.36%2.82%Q4 2022Q3 20234
M Holdings Securities, Inc. 110.02%0.04%0.06%Q3 2018Q1 20224
Cyndeo Wealth Partners, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Peak Capital Management LLC 443.29%4.29%6.25%Q2 2019Q1 20204
Madden Advisory Services, Inc. 440.00%0.02%0.02%Q4 2013Q3 20144
JONES FINANCIAL COMPANIES LLLP 440.00%0.00%0.00%Q1 2021Q4 20214
Pinnacle Bancorp, Inc. 310.00%0.01%0.03%Q4 2018Q2 20234
Sunbelt Securities, Inc. 310.02%0.02%0.02%Q4 2019Q3 20234
Sterneck Capital Management, LLC 440.17%0.20%0.22%Q2 2013Q1 20144
3D ASSET MANAGEMENT, INC 440.43%0.43%0.44%Q3 2013Q2 20144
Global Financial Private Capital, Inc 440.01%0.01%0.01%Q4 2017Q3 20184
Belpointe Asset Management LLC 440.09%0.14%0.19%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.01%0.01%0.01%Q4 2018Q4 20194
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Premia Global Advisors, LLC 441.24%1.80%2.65%Q2 2018Q1 20194
TCI Wealth Advisors, Inc. 310.00%0.06%0.08%Q3 2016Q2 20214
Per Stirling Capital Management, LLC. 440.54%0.62%0.76%Q4 2022Q3 20234
Timber Hill LLC 210.00%0.01%0.02%Q3 2015Q3 20174
AlphaMark Advisors, LLC 440.01%0.02%0.07%Q4 2022Q3 20234
Integrated Wealth Management 440.01%0.08%0.13%Q2 2016Q1 20174
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q4 2021Q1 20233
J.P. Morgan Private Wealth Advisors LLC 330.00%0.00%0.00%Q3 2022Q1 20233
SIGNET FINANCIAL MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
TWO SIGMA SECURITIES, LLC 110.01%0.10%0.29%Q4 2015Q1 20233
Bellwether Investment Group, LLC 210.02%0.03%0.06%Q2 2016Q1 20173
ASSETMARK, INC 210.00%0.00%0.00%Q4 2022Q3 20233
TD Waterhouse Canada Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
OLD MISSION CAPITAL LLC 110.01%0.04%0.11%Q2 2021Q3 20233
Ballew Advisors, Inc 330.07%0.08%0.10%Q1 2018Q3 20183
Spire Wealth Management 330.00%0.00%0.00%Q3 2021Q1 20223
Concorde Asset Management, LLC 330.23%0.28%0.34%Q2 2015Q4 20153
Professional Financial Advisors, LLC 330.12%0.15%0.16%Q2 2021Q4 20213
1776 Wealth LLC 330.05%0.08%0.11%Q4 2019Q2 20203
Quantitative Advantage, LLC 210.03%0.04%0.04%Q1 2022Q4 20223
DAYMARK WEALTH PARTNERS, LLC 330.06%0.16%0.34%Q1 2023Q3 20233
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
COLUMBIA ADVISORY PARTNERS LLC 210.19%0.22%0.24%Q1 2022Q4 20223
Jacobi Capital Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
MGO ONE SEVEN LLC 210.01%0.01%0.01%Q4 2017Q4 20183
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
ALLIANCEBERNSTEIN L.P. 330.00%0.00%0.00%Q3 2014Q1 20153
Householder Group Estate & Retirement Specialist, LLC 110.02%0.02%0.02%Q3 2022Q3 20233
Mach-1 Financial Group, LLC 210.00%0.02%0.05%Q2 2022Q1 20233
Renaissance Technologies 110.00%0.00%0.00%Q2 2018Q4 20223
Cavalier Investments, LLC 330.11%0.11%0.12%Q1 2017Q3 20173
IAMS WEALTH MANAGEMENT, LLC 210.28%0.31%0.35%Q4 2022Q3 20233
PCG Wealth Advisors, LLC 210.12%0.14%0.16%Q4 2021Q3 20223
Root Financial Partners, LLC 330.44%0.58%0.73%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 330.04%0.04%0.04%Q4 2017Q2 20183
Harvest Investment Services, LLC 330.67%0.88%1.02%Q1 2021Q3 20213
Occidental Asset Management, LLC 330.53%0.68%0.77%Q2 2020Q4 20203
Covington Capital Management 330.00%0.00%0.00%Q2 2021Q4 20213
Trilogy Capital Inc. 330.00%0.00%0.01%Q1 2018Q3 20183
Hirtle Callaghan & Co LLC 210.00%0.00%0.00%Q4 2017Q1 20193
PCA Investment Advisory Services Inc. 330.56%0.66%0.74%Q1 2023Q3 20233
Solano Wealth Management, Inc. 330.29%0.29%0.30%Q1 2023Q3 20233
KARLINSKI ANDREW C 330.01%0.01%0.02%Q1 2022Q3 20223
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Bartlett & Co. LLC 330.00%0.00%0.00%Q4 2016Q2 20173
Prospera Financial Services Inc 210.01%0.01%0.01%Q3 2020Q2 20223
MONEY CONCEPTS CAPITAL CORP 210.00%0.02%0.04%Q1 2022Q4 20223
Advocacy Wealth Management Services, LLC 220.02%0.02%0.02%Q2 2019Q3 20192
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Sweet Financial Partners, LLC 220.43%0.47%0.51%Q2 2023Q3 20232
Baker Avenue Asset Management, LP 220.05%0.05%0.05%Q3 2013Q4 20132
EWG Elevate Inc. 110.08%0.09%0.10%Q2 2021Q4 20212
BREITER CAPITAL MANAGEMENT INC 221.79%1.93%2.08%Q4 2021Q1 20222
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
BADGLEY PHELPS & BELL INC 220.02%0.02%0.02%Q1 2019Q2 20192
BARCLAYS PLC 220.00%0.00%0.00%Q1 2021Q2 20212
JNBA Financial Advisors 220.00%0.00%0.00%Q2 2014Q3 20142
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.04%0.04%Q2 2013Q3 20132
American Institute for Advanced Investment Management, LLP 220.42%0.52%0.63%Q2 2023Q3 20232
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q1 2015Q1 20192
LEVEL FOUR ADVISORY SERVICES, LLC 220.09%0.10%0.10%Q1 2019Q2 20192
PRW Wealth Management LLC 220.02%0.02%0.02%Q4 2018Q1 20192
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q4 2017Q1 20182
VERUS CAPITAL PARTNERS, LLC 220.02%0.06%0.11%Q4 2019Q1 20202
COMERICA BANK 110.00%0.01%0.01%Q2 2013Q3 20232
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2017Q1 20182
Total Clarity Wealth Management, Inc. 110.02%0.02%0.02%Q4 2021Q2 20222
QUADRANT CAPITAL GROUP LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Vantage Investment Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q4 2014Q1 20152
Covenant Multifamily Offices, LLC 220.00%0.00%0.01%Q2 2015Q3 20152
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q4 2020Q1 20212
FIRST INTERSTATE BANK 220.00%0.00%0.00%Q3 2019Q4 20192
WealthPLAN Partners, LLC 220.01%0.02%0.04%Q1 2015Q2 20152
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.01%Q2 2014Q4 20142
Teamwork Financial Advisors, LLC 220.30%0.42%0.54%Q4 2019Q1 20202
Valeo Financial Advisors, LLC 110.00%0.01%0.02%Q3 2017Q2 20182
Coppell Advisory Solutions Corp. 220.48%0.49%0.50%Q4 2022Q1 20232
Advisor Resource Council 110.04%0.06%0.08%Q2 2021Q4 20212
Kingsview Wealth Management, LLC 220.31%0.35%0.39%Q4 2018Q1 20192
Independent Advisor Alliance 110.02%0.04%0.05%Q1 2017Q4 20192
Golden State Wealth Management, LLC 220.29%0.29%0.29%Q1 2019Q2 20192
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q1 2018Q4 20182
TWO SIGMA INVESTMENTS, LP 220.00%0.00%0.00%Q2 2023Q3 20232
Partnervest Advisory Services LLC 220.00%0.00%0.00%Q1 2014Q2 20142
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2013Q3 20152
BESSEMER GROUP INC 220.00%0.00%0.00%Q3 2015Q4 20152
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
CHILTON CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2013Q4 20131
STANSBERRY ASSET MANAGEMENT, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Crosspoint Capital Strategies, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Alliance Wealth Advisors, LLC 110.45%0.45%0.45%Q4 2020Q4 20201
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2016Q2 20161
Ausdal Financial Partners, Inc. 110.14%0.14%0.14%Q4 2015Q4 20151
B. Riley Wealth Management, Inc. 110.22%0.22%0.22%Q1 2014Q1 20141
Kowal Investment Group, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Blackhawk Capital Partners LLC. 110.01%0.01%0.01%Q2 2018Q2 20181
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Strategic Wealth Partners Group, LLC 111.82%1.82%1.82%Q2 2018Q2 20181
ACG Wealth 110.04%0.04%0.04%Q2 2017Q2 20171
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
IAG Wealth Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2014Q4 20141
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.08%0.08%0.08%Q4 2021Q4 20211
Tradition Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
PFG Private Wealth Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
G&S Capital LLC 110.57%0.57%0.57%Q2 2021Q2 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Advisors Preferred, LLC 110.39%0.39%0.39%Q1 2014Q1 20141
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Beacon Capital Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
M&T BANK CORP 110.00%0.00%0.00%Q4 2017Q4 20171
GFS Advisors, LLC 110.09%0.09%0.09%Q1 2016Q1 20161
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
PERSONAL CFO SOLUTIONS, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Main Line Retirement Advisors, LLC 117.13%7.13%7.13%Q2 2023Q2 20231
COLONY GROUP LLC 110.22%0.22%0.22%Q4 2017Q4 20171
Peterson Wealth Advisors, LLC 110.21%0.21%0.21%Q1 2020Q1 20201
WealthOne, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
FIRST FINANCIAL EQUITY CORPORATION 110.10%0.10%0.10%Q1 2017Q1 20171
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Golden State Equity Partners 111.34%1.34%1.34%Q1 2021Q1 20211
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Arete Wealth Advisors, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
RELIANCE TRUST CO OF DELAWARE 110.05%0.05%0.05%Q1 2019Q1 20191
VisionPoint Advisory Group, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Walkner Condon Financial Advisors LLC 110.22%0.22%0.22%Q4 2019Q4 20191
Interchange Capital Partners, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Vestmark Advisory Solutions, Inc. 110.33%0.33%0.33%Q3 2023Q3 20231
ForthRight Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
AVANTAX ADVISORY SERVICES, INC. 110.02%0.02%0.02%Q4 2019Q4 20191
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.03%0.03%0.03%Q2 2013Q2 20131
KPP Advisory Services LLC 110.15%0.15%0.15%Q3 2023Q3 20231
External links

This page lists all the filers that currently own FIRST TR SML CP CORE ALPHA F or have owned FIRST TR SML CP CORE ALPHA F in the past.